Plan Snapshot
- Plan Sponsor: South Bay Ford
- Sponsor EIN: 954451497
- Sponsor Address: 5100 W ROSECRANS AVE., HAWTHORNE, CA, 90250
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 184 | $9.9M | $150,000 | $801,974 |
| 2023 | 179 | $9.0M | $149,862 | $697,129 |
| 2022 | 177 | $7.0M | $150,346 | $569,707 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ROGERS CLEM & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROGERS CLEM & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $46,313 | $24,010 | — | — | — |
| 2023 | $37,048 | $18,945 | — | — | — |
| 2022 | $38,271 | $17,599 | — | — | — |